| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WORKDAY A | 1,200,000 | 92,208,000 | 15.41% | ||
| 2 | ZAYO GROUP HOLDINGS | 3,125,000 | 75,750,000 | 12.66% | ||
| 3 | AMAZON COM INC | 100,000 | 59,364,000 | 9.92% | ||
| 4 | JD COM INC ADR | 2,138,888 | 56,681,000 | 9.47% | ||
| 5 | VIPSHOP HLDGS LTD | 3,888,888 | 50,089,000 | 8.37% | ||
| 6 | SQUARE INC | 2,500,000 | 38,200,000 | 6.38% | ||
| 7 | PALO ALTO NETWORKS | 225,000 | 36,707,000 | 6.14% | ||
| 8 | 58 COM INC | 560,200 | 31,175,000 | 5.21% | ||
| 9 | VEEVA SYS INC | 1,200,000 | 30,048,000 | 5.02% | ||
| 10 | GRUPO TELEVISA ADR | 750,000 | 20,595,000 | 3.44% | ||
| 11 | LINKEDIN CORP COM CL A | 175,000 | 20,011,000 | 3.34% | ||
| 12 | FACEBOOK INC | 175,000 | 19,968,000 | 3.34% | ||
| 13 | LENDINGCLUB CORP | 1,250,000 | 10,375,000 | 1.73% | ||
| 14 | APPFOLIO INC | 746,074 | 9,132,000 | 1.53% | ||
| 15 | ALPHABET INC | 11,983 | 8,927,000 | 1.49% | ||
| 16 | SUNEDISON SEMICONDUCTOR LTD | 1,329,100 | 8,613,000 | 1.44% | ||
| 17 | SERVICENOW INC | 125,000 | 7,648,000 | 1.28% | ||
| 18 | VERISIGN | 75,000 | 6,641,000 | 1.11% | ||
| 19 | Nimble Storage | 750,000 | 5,880,000 | 0.98% | ||
| 20 | SUNRUN INC | 851,888 | 5,512,000 | 0.92% | ||
| 21 | TERRAFORM POWER | 550,000 | 4,758,000 | 0.80% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-065691, filed 2016.05.16).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
